SWP Financial’s Trimble TRMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $677K | Hold |
8,909
| – | – | 0.37% | 42 |
|
2025
Q1 | $585K | Hold |
8,909
| – | – | 0.36% | 41 |
|
2024
Q4 | $630K | Hold |
8,909
| – | – | 0.38% | 39 |
|
2024
Q3 | $553K | Hold |
8,909
| – | – | 0.34% | 29 |
|
2024
Q2 | $498K | Hold |
8,909
| – | – | 0.33% | 27 |
|
2024
Q1 | $573K | Buy |
+8,909
| New | +$573K | 0.4% | 25 |
|